+34.2%
SOFI vs PLUG
-96.0%
+130.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -8.7% | +6.4% | +0.3% |
| 7D | -2.4% | -2.8% | +0.5% | -1.6% |
| 30D | +3.6% | -18.5% | +22.1% | +10.1% |
| 3M | -9.7% | -35.1% | +25.4% | +2.4% |
| 6M | +3.9% | -56.1% | +60.0% | +29.5% |
| YTD | -37.5% | -30.5% | -7.0% | -35.5% |
| 1Y | -46.4% | -46.5% | +0.1% | -40.5% |
| 3Y | +135.9% | -61.2% | +197.1% | +98.7% |
| 5Y | -19.8% | -96.6% | +76.8% | +82.9% |
| All | +34.2% | -96.0% | +130.2% | +124.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PLUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling